Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
3.29%
6 Months
14.93%
14.68%
1 Year
16.79%
11.65%
3 Years
13.85%
7.09%
5 Years
12.48%
8.41%
Since Inception
18.86%
10.45%
Fund Age
14 yrs 11 mo
10 yrs 5 mo
AUM
₹32.99 Cr
₹24.48 Cr
Alpha – 1 Year
17.14%
12.00%
Alpha – 3 Years
4.85%
−1.90%
Information Ratio – 3 Years
0.41
-0.12
Volatility – 1 Year
17.36%
20.48%
Volatility – 3 Years
20.03%
16.32%
Beta – 1 Year
0.65
1.11
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.67
0.36
Sharpe Ratio – 3 Years
0.57
0.15
Worst Rolling Year
-8.60%
-5.06%
Value at Worst Rolling Year
₹0.91 Cr
₹0.95 Cr
Deepest Drawdown
−30.57%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
92.00%
Median Rolling Year
18.70%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 41% · M 5% · S 35%
Number of Stocks
69
31
Portfolio P/E
70.14
28.34
Top 5 Holdings
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –